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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,854 | $178,174+35.2% | $156,181+54.2% | $137,256+75.5% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | -0.53% | 84.19%-84.7pp | 64.87%-65.4pp | 220.34%-220.9pp |
| Employer contribution / active EE | $1,497 | $4,972-69.9% | $4,294-65.1% | $4,156-64.0% |
| Participant deferral / active EE | $6,033 | $6,888-12.4% | $6,132-1.6% | $6,407-5.8% |
| Admin fee / account holder | $1,485 | $17,404-91.5% | $14,586-89.8% | $12,270-87.9% |